The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AARONS INC COM PAR $0.50 002535300 13,757 450,000 SH   SOLE   450,000 0 0
ABBVIE INC COM 00287Y109 160,086 2,446,300 SH   SOLE   2,446,300 0 0
AMGEN INC COM 031162100 61,890 388,537 SH   SOLE   388,537 0 0
AMGEN INC COM 031162100 67,889 426,200 SH Call SOLE   426,200 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 16,998 223,900 SH   SOLE   223,900 0 0
AUTONATION INC COM 05329W102 69,816 1,155,700 SH   SOLE   1,155,700 0 0
CDK GLOBAL INC COM 12508E101 81,136 1,990,588 SH   SOLE   1,990,588 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 133,304 800,050 SH   SOLE   800,050 0 0
COMCAST CORP NEW CL A 20030N101 94,003 1,620,460 SH   SOLE   1,620,460 0 0
COMCAST CORP NEW CL A 20030N101 82,705 1,425,700 SH Call SOLE   1,425,700 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 120,080 2,227,000 SH   SOLE   2,227,000 0 0
CONAGRA FOODS INC COM 205887102 73,449 2,024,500 SH   SOLE   2,024,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 143,701 1,463,800 SH   SOLE   1,463,800 0 0
DOLLAR GEN CORP NEW COM 256677105 50,904 720,000 SH   SOLE   720,000 0 0
DOLLAR TREE INC COM 256746108 25,900 368,000 SH   SOLE   368,000 0 0
EXTERRAN HLDGS INC COM 30225x103 66,910 2,053,700 SH   SOLE   2,053,700 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 17,807 198,700 SH   SOLE   198,700 0 0
HUNTSMAN CORP COM 447011107 55,467 2,434,900 SH Put SOLE   2,434,900 0 0
HUNTSMAN CORP COM 447011107 95,195 4,178,900 SH   SOLE   4,178,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 100,325 457,500 SH   SOLE   457,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,210 64,800 SH Call SOLE   64,800 0 0
KENNAMETAL INC COM 489170100 56,187 1,569,900 SH   SOLE   1,569,900 0 0
MASTERCARD INC CL A 57636q104 50,404 585,000 SH   SOLE   585,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 574 2,700 SH   SOLE   2,700 0 0
SIGNET JEWELERS LIMITED SHS G81276100 25,919 197,000 SH   SOLE   197,000 0 0
SIRIUS XM HLDGS INC COM 82968b103 107,143 30,612,400 SH   SOLE   30,612,400 0 0
TEXTRON INC COM 883203101 53,983 1,281,955 SH   SOLE   1,281,955 0 0
TEXTRON INC COM 883203101 38,952 925,000 SH Call SOLE   925,000 0 0
TIME WARNER INC COM NEW 887317303 56,762 664,500 SH Call SOLE   664,500 0 0
TIME WARNER INC COM NEW 887317303 87,504 1,024,400 SH   SOLE   1,024,400 0 0
TRI POINTE HOMES INC COM 87265H109 53,926 3,536,100 SH   SOLE   3,536,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 115,092 2,996,800 SH   SOLE   2,996,800 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 4,224 110,000 SH Put SOLE   110,000 0 0
TYSON FOODS INC CL A 902494103 8,459 211,000 SH   SOLE   211,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 101,213 909,700 SH   SOLE   909,700 0 0
VCA INC COM 918194101 102,129 2,094,100 SH   SOLE   2,094,100 0 0